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Complimentary 30-Day Trial

 

The FinaMetrica Risk Tolerance Toolkit™ helps advisors and enterprises create lifetime relationships, through better advice that results in clients who refer more, invest more and remain suitably invested through market highs and lows.
 

    •   Invite your clients, including couples, to do their risk tolerance test,

    •   Compare their risk tolerance with their investment strategy,

    •   Deepen your client engagement, retention and growth.


Register to trial below. Your login information will be sent to the email address provided once you've successfully submitted this form.

Financial Services Students: To use FinaMetrica as part of your studies, click here.

 
 

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Advisers registering to trial the US, German or South African versions should be aware that we will share the fact of their registration with our local marketing consultants or alliance partners: for the US, Tyler D. Nunnally; for UK, The Ideas Lab; for Germany, FCM Finanz Service GmbH; and for South Africa, the Institute of Behavioral Finance (IBFSA).

   

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Complimentary Trial

  • Full system access and support.
  • No obligation, 30-day free account.
  • Test yourself and your clients.